Economic growth…but softer beneath the surface

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Economic growth in the March quarter in Australia was 0.6% or 2.5% year on year. While this was broadly as expected it highlights that growth in Australia is now running

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06 Jun 2013

Oliver’s Insights: worries about sharemarket volatility

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This edition of Oliver’s Insights looks at the recent volatility and correction in share markets. The key points are as follows: After strong gains shares were due for a correction. Worries about

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05 Jun 2013

Weekly economic and market update

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Investment markets remained jittery over the last week as nervousness continues about the Fed slowing the pace of stimulus, bond yields continued to rise with some fearing a 1994 style

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03 Jun 2013

Weekly market and economic update

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The past week saw sharp falls in share markets from mid week triggered by a combination of worries that the US Federal Reserve will prematurely slow down its quantitative easing

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27 May 2013

Oliver’s Insights: Risk on, risk off

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This edition of Oliver’s Insights looks at the phenomenon of “risk on/risk off” that has seen listed growth assets like shares, corporate debt, commodity prices and the Australian dollar move

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24 May 2013

Weekly market & economic update

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Global shares continued to move higher over the last week, but another trend that’s clearly evident is the continuing slide in the $A. The past week saw it fall decisively

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20 May 2013

Oliver’s Insights – Australian budget 2013

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The attached edition of Oliver’s Insights takes a look at the Australian Government’s 2013-14 Budget. The key points are as follows: The positives in the Budget are more for education,

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16 May 2013

Weekly economic & market update

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Share markets continued to move ahead over the past week helped by a combination of reasonable profit results, a further fading of the fiscal austerity fetish in Europe with France

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13 May 2013

Oliver’s Insights – Interest rates still falling, more to go

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This edition of Oliver’s Insights looks at the RBA’s latest cut to interest rates. The key points are as follows: The RBA has cut interest rates again and they are likely

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09 May 2013

The Australian dollar – the best is behind it

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The attached edition of Oliver’s Insights takes a look at the outlook for the Australian dollar. The key points are as follows: After doubling in value against the $US over the last

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07 May 2013